AI Infrastructure in 2026: A Guide to the Hyperscaler Capex Cycle
The Big Five hyperscalers will spend $725B on infrastructure in 2026. 75% is AI-specific. Here is what that money buys and how the debt financing cycle works.
Posts by Nexi.fund Labs
Singularity's $80M Series A: Low-Cost Air Defence Emerges from Stealth
Singularity emerged from stealth with an oversubscribed $80 million Series A at a $400 million valuation to build low-cost, missile-based air defence interceptors at automotive scale.
Ornn Raises $33M to Turn GPU Compute into a Tradable Commodity
Ornn raised $33 million from a16z to build a GPU compute marketplace. The OCPI index is live on Bloomberg, and ICE plans to launch cash-settled compute futures based on it.
Space Infrastructure Investment Hits $43.5B in H1 2026 — Institutional Capital Redefines the Space Economy
Space startups raised $43.5B in private funding in H1 2026 — a record pace driven by sovereign wealth funds, infrastructure PE, and defense VCs. Concurrently, the SpaceX IPO created a new public market benchmark. The orbital economy is becoming a permanent institutional allocation.
MindRank AI Raises $52M Series B for AI-Designed Oral GLP-1 Now in Phase III
MindRank AI closed a $52M Series B to advance MDR-001, an AI-designed oral GLP-1 receptor agonist now in Phase III obesity trials in China. The round validates AI-native drug discovery at late-stage clinical development.
Helsing's West Virginia Factory: The $50M Bet on AI Strike Drones at Scale
Helsing is betting $50 million on a West Virginia factory to produce 2,000 HX-2 AI-enabled strike drones per month before it holds a single US government contract.
AI-Powered Condensate Therapeutics: Dewpoint Targets TDP-43 for ALS
AI-powered condensate-modulating therapeutics target previously undruggable proteins. Dewpoint's TDP-43 development candidate for ALS is the first real-world test of this new modality.
EquiLibre Technologies Raises $500M Series A for AI Trading Agents
Ex-DeepMind founders who built poker-beating AI are now trading billions daily on the Nasdaq. Their Prague-based lab just raised a $500M+ Series A — Creandum's largest ever.